iShares Russell 3000 ETF
345 hedge funds and large institutions have $3.95B invested in iShares Russell 3000 ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 34 closing their positions.
105% more call options, than puts
Call options by funds: $2.35M | Put options by funds: $1.15M
4% more capital invested
Capital invested by funds: $3.8B → $3.95B (+$157M)
0.42% more ownership
Funds ownership: 53.35% → 53.76% (+0.42%)
3% less funds holding
Funds holding: 356 → 345 (-11)
7% less funds holding in top 10
Funds holding in top 10: 41 → 38 (-3)
24% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 122
26% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$103M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
+$65.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.7M |
| 4 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$17.8M |
| 5 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RMPT
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
-$49.4M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$29.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$28.6M |
| 4 |
RMDI
R.M. Davis Inc
Portland,
Maine
|
-$21.9M |
| 5 |
TA
Teachers Advisors
New York
|
-$21.8M |
IWV Hedge Fund Activity: Q1 2017 in Review
345 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q1 2017, worth a combined $3.95B — up 4.1% from $3.8B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of IWV and 25 opened new positions — a net loss of 9 holders — while 122 trimmed existing stakes and 93 added.
The largest buyer was Jones Financial Companies, adding an estimated $103M. The largest seller was Raytheon Master Pension Trust, exiting entirely with an estimated $49.4M sold.
- 345 institutional investors held iShares Russell 3000 ETF (IWV) as of Q1 2017, down from 356 in Q4 2016.
- Funds reported $3.95B of iShares Russell 3000 ETF stock for Q1 2017, up 4.1% quarter-over-quarter.
- 25 funds opened new iShares Russell 3000 ETF positions in Q1 2017 and 34 closed out, a net change of -9 holders.
- The largest iShares Russell 3000 ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $103M added.
- The largest iShares Russell 3000 ETF seller in Q1 2017 was Raytheon Master Pension Trust, an estimated $49.4M sold.
Based on aggregated 13F filings for Q1 2017.